Heritage Wealth Management (Arizona)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $402K | Buy |
13,178
+6,408
| +95% | +$196K | 0.06% | 253 |
|
|
2022
Q3 | $214K | Hold |
6,770
| – | – | 0.07% | 214 |
|
|
2022
Q2 | $223K | Sell |
6,770
-419
| -6% | -$13.8K | 0.07% | 216 |
|
|
2022
Q1 | $262K | Buy |
+7,189
| New | +$262K | 0.07% | 217 |
|
|
2021
Q3 | $313K | Buy |
8,058
+804
| +11% | +$31.2K | 0.11% | 144 |
|
|
2021
Q2 | $285K | Sell |
7,254
-857
| -11% | -$33.7K | 0.11% | 163 |
|
|
2021
Q1 | $311K | Buy |
+8,111
| New | +$311K | 0.18% | 100 |
|